Salesforce + Toggl Track

Salesforce + Toggl Track integrations

Create Toggl Track projects for every new Salesforce record

Streamline your project management process with this Salesforce and Toggl Track integration. Whenever a new record occurs in Salesforce, it triggers the creation of a project in Toggl Track. This workflow ensures all your Salesforce data is seamlessly transformed into organized projects on Toggl Track, saving you time and maintaining consistent project documentation.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create ProjectCreates a new Project.
ActionWrite

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More things you can do with Salesforce and Toggl Track

Discover other triggers and actions you can use with Salesforce and Toggl Track

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Client
Triggers when a new client is created.
Trigger
Polling
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- Workspace
  Required
- Event type
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Polling
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New Time Entry Started
Triggers when a new time entry is started and running.
Trigger
Polling
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- Workspace
  Required
- Client Name
  Required
Action
Write
- Organization
  Required
- Emails
  Required
- Skip email
- Workspace
  Required
Action
Write
- Workspace
  Required
- Labor cost
- Manager
- Project
  Required
- Rate
- User
  Required
Action
Write
- Workspace
  Required
- Project
  Required
- Task Name
  Required
- Task Status
Action
Write
- Organization
  Required
- Workspace
  Required
- User
  Required
Action
Write
- Workspace
  Required
- Time entry
  Required
Action
Write
- Workspace
  Required
- Project member
  Required
- Labor cost
- Manager
- Rate
Action
Write
- Workspace
  Required
- Billable
- Clients
- Description
- Start date
  Required
- End date
  Required
- Grouped
- Order by
- Projects
Action
Search
- Workspace
  Required
- Project Name
  Required
Action
Search
- Workspace
  Required
- Task name
  Required
- Task status
Action
Search
- Workspace
- Description
- Before
- After
Action
Search
- Workspace
  Required
- Project filter
- User filter
Action
Search
- Workspace
  Required
- Client Name
  Required
- Client Status
Action
Search or write
- Workspace
  Required
- Tag Name
  Required
Action
Search or write
- Workspace
  Required
- Time entry description
- Before
- After
- Start
  Required
- Duration
  Required
- Billable
- Project
- Task
- Tags
- User
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Workspace
  Required
Trigger
Polling
Try It
New Tag
Triggers when a new tag is created.
Trigger
Polling
Try It
- Workspace
- Project
- Task
- Tags
Trigger
Polling
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
- Organization
  Required
- Name
  Required
- Users
  Required
- Workspaces
  Required
Action
Write
- Workspace
  Required
- Project name
  Required
- Project template
- Is Project private?
- Is Project billable?
- Project Client
Action
Write
- Workspace
  Required
- Tag Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- Duration
  Required
- Time entry description
- Billable
- Project
- Task
- Tags
- User
Action
Write
- Workspace
  Required
- Start
  Required
- Time entry description
- Billable
- Project
- Task
- Tags
Action
Write
- Workspace
  Required
- Project
  Required
- Name
- Active
- Billable
- Client
- External reference
- Private
- Template
Action
Write
- Workspace
  Required
- User
  Required
- Active
- Labor cost
- Billable rate
- Role
Action
Write
- Workspace
  Required
- Client Name
  Required
- Client Status
Action
Search
- Workspace
  Required
- Tag Name
  Required
Action
Search
- Workspace
  Required
- Start date
  Required
- End date
  Required
- Billable
- Clients
- Description
- Projects
- Grouping
- Sub grouping
Action
Search
- Organization
  Required
Action
Search
- Workspace
  Required
Action
Search
- Workspace
  Required
- Project name
  Required
- Project template
- Is Project private?
- Is Project billable?
- Project Client
Action
Search or write
- Workspace
  Required
- Task Name
  Required
- Task Status
- Project
  Required
Action
Search or write

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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CRM (Customer Relationship Management)

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About Toggl Track

Toggl Track provides time tracking and productivity tools to help businesses move away from traditional work models towards flexible and remote work.

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Time Tracking Software